Plan Ledger DOL Form 5500 · updated monthly

Curi Management Company, LLCbenefits

Curi Management Company, LLC Benefit Plan · RALEIGH, NC · plan year 2024

Broker compensation reported · 2024
$285,031

Curi Management Company, LLC's benefits plan covered 576 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $285,031 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $495 per covered person, in the top quarter of employer plans that report broker pay.

Insurance contracts · 20247
BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · health drug ppopremiums n/a · 1,010 covered
DELTA DENTAL OF NORTH CAROLINA · dentalpremiums n/a · 1,064 covered
GENWORTH LIFE INSURANCE COMPANYpremiums n/a · 185 covered
SYMETRA LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 576 covered
SYMETRA LIFE INSURANCE COMPANYpremiums n/a · 1,521 covered
VISION SERVICE PLAN · visionpremiums n/a · 440 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 170 covered
Brokers & agents paid · 202411
ROBERT BIRDWELL$56,455
BROWN & BROWN INSURANCE SERVICES$96,336 · incl $11,514 fees
MOSAIC GROUP SERVICES LLC$33,216 · incl $6,499 fees
AGIS NETWORK INS SVCS CORP$5,389
SRA BENEFITS CONSULTING, LLC$3,701
MARSH & MCCLENNAN AGENCY LLC$1,864
AMERICAN BEN. & COMP. SYS. INC$2
Also brokered by Hays Companies5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 561122874 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.